# STEPHEN ERNEST MANTZOURIS

STEPHEN ERNEST MANTZOURIS is an investment adviser representative (IAR) with state registration records since 2003, appearing at 9 firms. Currently registered with LIBERTY WEALTH MANAGEMENT, LLC.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [LIBERTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/286001) | 2019-08-06 | present | Yes |
| [O'DONNELL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/172520) | 2017-11-29 | 2019-05-07 | — |
| [LIBERTY GROUP, LLC](https://search.stillhousedata.com/firm/106036) | 2017-04-05 | 2017-10-09 | — |
| [LIBERTY GROUP, LLC](https://search.stillhousedata.com/firm/106036) | 2010-05-27 | 2015-05-08 | — |
| [ATLAS CAPITAL ADVISORS INC.](https://search.stillhousedata.com/firm/127036) | 2009-11-23 | 2010-04-26 | — |
| [WADDELL & REED](https://search.stillhousedata.com/firm/866) | 2008-12-19 | 2009-08-11 | — |
| [UVEST FINANCIAL SERVICES GROUP, INC.](https://search.stillhousedata.com/firm/13787) | 2006-07-05 | 2007-02-01 | — |
| [EQUITABLE ADVISORS, LLC](https://search.stillhousedata.com/firm/6627) | 2004-06-23 | 2006-07-06 | — |
| [ALAMO CAPITAL](https://search.stillhousedata.com/firm/26193) | 2004-01-05 | 2004-03-30 | — |
| [AMERIPRISE FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/6363) | 2003-02-25 | 2003-08-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4616409)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4616409.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
